UNITED CAPITAL FINANCIAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBMG and the CUSIP is 46429B580. A total of 46 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$312,000
-95.0%
12,283
-95.0%
0.00%
-95.7%
Q2 2018$6,289,000
+5.8%
247,495
+5.8%
0.05%
+4.4%
Q1 2018$5,944,000
+11.9%
234,022
+11.8%
0.04%
+7.1%
Q4 2017$5,313,000
+3.2%
209,244
+3.6%
0.04%
-4.5%
Q3 2017$5,146,000
+6.9%
201,899
+6.9%
0.04%
+2.3%
Q2 2017$4,812,000
+2.3%
188,903
+2.1%
0.04%
-2.3%
Q1 2017$4,706,000
-8.3%
184,981
-8.5%
0.04%
-12.0%
Q4 2016$5,133,000
+1.8%
202,079
+2.3%
0.05%
+2.0%
Q3 2016$5,044,000
+9.9%
197,478
+11.9%
0.05%
+4.3%
Q2 2016$4,590,000
+41.3%
176,544
+39.2%
0.05%
+30.6%
Q1 2016$3,248,000
+17.4%
126,839
+17.0%
0.04%
+12.5%
Q4 2015$2,767,000
-1.6%
108,422
-1.3%
0.03%
-5.9%
Q3 2015$2,813,000
+38.9%
109,893
+38.6%
0.03%
+47.8%
Q2 2015$2,025,000
+4.1%
79,305
+4.0%
0.02%
-4.2%
Q1 2015$1,946,000
-51.9%
76,283
-51.7%
0.02%
-20.0%
Q4 2014$4,048,000
+134.3%
158,010
+133.8%
0.03%0.0%
Q3 2014$1,728,000
+51.4%
67,570
+51.6%
0.03%
+42.9%
Q2 2014$1,141,000
+235.6%
44,572
+232.8%
0.02%
+200.0%
Q1 2014$340,00013,3920.01%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
Ironwood Financial, llc 35,600$913,0000.50%
PHILLIPS FINANCIAL MANAGEMENT, LLC 55,600$1,427,0000.41%
Vigilant Capital Management, LLC 66,833$1,712,0000.34%
Legacy Private Trust Co. 71,000$1,819,0000.27%
Roof Eidam Maycock Peralta, LLC 10,795$277,0000.23%
NewSquare Capital LLC 17,530$449,0000.15%
Mariner, LLC 63,445$1,625,0000.15%
Genesis Wealth Advisors, LLC 5,440$139,494,0000.11%
ARS Wealth Advisors, LLC 9,275$238,0000.10%
Winfield Associates, Inc. 5,000$128,0000.09%
View complete list of ISHARES TR shareholders